Our services | Ron Zwicker and Vicki Cook

About Macquarie

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RON ZWICKER, BA, B.Ed., Investment Advisor

VICKI COOK, B. Comm., CIM, CSWP, FCSI, Associate Investment Advisor

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Our services

Ensuring your financial well being

Our business is about people and their financial well being. Our clients are people like you who come from varied backgrounds and represent a cross section of successful individuals from all stages of life.

Because everyone's circumstances are different, initially we suggest a short conversation to determine if our services are the right fit for you. If we are compatible we then schedule a meeting to review and establish your personal goals and objectives. From this, we will create an investment plan with recommendations that are designed specifically for you.

While it is important to develop a financial plan, it is equally important to monitor and review it regularly to ensure it continues to meet your goals and objectives. It's important to get together regularly to ensure your investments stay in tune with any changes that occur in your personal situation.

We call this the Wealth Management Process and have detailed the steps below:

Gather information, establish objectives.
Develop written financial plan.
Select strategies.
Implement tactics.
Measure and evaluate results.
Review and adjust strategies.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.